Parishioner Relationship Management (PRM Notes)
Parishioner Relationship Manager is an area to record notes for a Member on various topics like emails or letters sent, former Committee assignments, services offered. This can only be seen by the parish who entered the note.
PRM is essentially a place to make a note on a member (at the member level) or for a family (at the family level). At the family level the note is viewable...
Wed, 22 Jun, 2022 at 4:29 PM
See gbdioc.freshdesk.com for PRM Notes - Entry & Reports (Parishioner Relationship Mgmt) for a general resource on entering PRM notes and the avail...
Mon, 31 Jul, 2023 at 12:31 PM
Click here for the Webinar Video Recording Notes, Notes & PRM Notes •Why use notes? •Family Maintenance Notes •What goes in these notes...
Fri, 24 Feb, 2023 at 8:32 AM